See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 7-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,427 | $109,413-60.3% | $156,263-72.2% | $84,808-48.8% |
| Participation rate | 58.1% | 72.7%-14.6pp | 78.9%-20.8pp | 68.3%-10.2pp |
| Annual return | 21.07% | 20.18%+0.9pp | 59.47%-38.4pp | 40.90%-19.8pp |
| Employer contribution / active EE | $2,730 | $2,907-6.1% | $4,333-37.0% | $2,631+3.7% |
| Participant deferral / active EE | $5,914 | $4,590+28.9% | $6,158-4.0% | $4,212+40.4% |
| Admin fee / account holder | $142 | $9,357-98.5% | $14,255-99.0% | $7,344-98.1% |